David Wyman is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he served in the US Army for 23 years as an Aviation Maintenance Technician, instructor, and training developer. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Harold Roesch II is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with First Command since 2002 in various related capacities and serves as Executive Director of the VFW Foundation. He is also president of the Old Dominion Honor Flight, which organizes trips for veterans to visit Washington, DC monuments. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs using model portfolios selected and monitored by an internal Investment Management Team and Wealth Portfolio Managers.

Kelsey Segawa is a financial advisor at First Command Advisory Services with four years of industry experience. Prior to joining the firm, Segawa served in the United States Air Force for four years and has held roles at First Command Insurance Services and First Command Brokerage Services. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Robert Estes is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds a Series 66 credential and has previously worked at Freedom Street Partners and Edward Jones. Outside of his advisory role, Estes serves as president of the North Suffolk Rotary club, where he manages weekly meetings and collaborates with board members. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, providing a range of advisory, planning, and portfolio management solutions.

Shelby Barnetti is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. Shelby has worked with various affiliates of First Command since 2016 and previously with Invested Capital, Inc. Outside of advisory work, Shelby manages Barnetti, LLC, an entity used to support her First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select and monitor model portfolios and approved third-party managers.

Mary Evans is a financial advisor at Davenport & Company LLC with 26 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2016. Outside of her advisory role, she serves as a trustee for the Christopher Newport University Board of Education and operates Mary Katherine Fine Art LLC, selling original paintings. Davenport & Company LLC serves individual and institutional clients including banks, pension plans, trusts, and nonprofits, offering a range of services such as asset management, retail brokerage, and investment banking. The firm manages multiple mutual funds and employs dedicated portfolio teams to deliver separately managed accounts and other advisory programs.

Margaret Wiley is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 16 years of industry experience. She has previously worked at Raymond James Financial Services Advisors Inc. and Edward Jones. Wiley owns multiple businesses, including FSP Enterprise, LLC and Margaret N. Wiley, LLC, which serve as support and holding companies. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both proprietary and third-party managed solutions.

Gregory Earwood is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2009 and also instructs classes at ECPI College of Technology. Additionally, he serves as a church steward for Liberty Baptist Church, participating in budget review and approval. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm’s platform includes third-party asset manager relationships and offers both discretionary and non-discretionary account options.

Alexis Riddick is a financial advisor with Osaic Institutions, Inc., holding a Series 66 designation and two years of industry experience. Prior to joining Osaic Institutions, Riddick worked at BayPort Credit Union and CUSO Financial Services, LP. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm uses a hybrid adviser and broker-dealer structure, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions.

Joseph King is a financial advisor with GWN Securities Inc. in Hampton, VA, holding Series 65 and Series 63 credentials and 14 years of industry experience. His work history includes roles at Eudaimonia Enterprises Inc., LightHouse Financial Group LLC, and Ameritas Investment Corp., among others. He serves on the board of Reflective Perspective Corp., a nonprofit focused on relationship support and conflict resolution. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in certain legacy programs.

James Bales is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He has been with Centaurus Financial since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Bales serves on the board of Lifespire of Virginia, a faith-based continuing care community, and is a second alternate board member for the Poquoson Board of Equalization, which reviews property tax assessments. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and other specialized services, employing both discretionary and non-discretionary arrangements with various analytical approaches.

Christopher Ruggles is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining First Command, he served 22 years with the U.S. Army and has worked in various roles within First Command’s affiliated entities. Outside of advising, he owns RUGGALUFFAGUS PRODUCTIONS LLC, a digital media business focused on professional and leadership development content. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Cruz is a financial advisor with Hornor, Townsend & Kent, LLC and holds the Series 63 and Series 65 designations. He has 30 years of industry experience and has also worked with Penn Mutual Life Insurance Company since 2009. Outside of advising, Cruz serves as an insurance agent for multiple carriers through Vector27 Financial Group and acts as CFO of Cruz Associates, Inc., a service industry business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered advisor and broker-dealer, managing over $8 billion in discretionary assets while providing tailored investment strategies through a combination of in-house advice and third-party asset managers.

Itxel De Lucy is a financial advisor with First Command Advisory Services in Newport News, VA. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his financial services career, he served 22 years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers, using model portfolios and approved third-party managers.

Jonathon Waechter is a financial advisor at First Command Advisory Services with two years of industry experience. He holds Series 63 and Series 65 licenses and served 20 years in the United States Coast Guard before beginning his advisory career. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized investment team and Wealth Portfolio Managers using approved third-party managers.

Jeffrey Hale is a financial advisor at Commonwealth Financial Network with Series 66 registration and experience beginning in 2023. His work history includes roles at Milestone Financial and Commonwealth Financial Network, alongside a long-standing career in the United States Navy since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a range of advisory support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody solutions.

Robert Self is a financial advisor with Eagle Strategies (NY Life) based in Yorktown, VA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. In addition to his role at Eagle Strategies since 2025, he operates Frontline Financial Strategies, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through various program types and manages a significant portion of its assets on a non-discretionary basis.

Randall Austill is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining the firm, he served 39 years in the U.S. Air Force. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed through a centralized Investment Management Team.

Jacob Bales is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2014. He also operates James Bales Financial, providing financial planning and client services independently. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through platforms like CLASSIC Plus.

Shelton Daniels is a financial advisor with First Command Advisory Services in Newport News, VA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked solely with First Command entities since 2013. Daniels also serves as a Professor of Military Science in the US Army Reserves, teaching and training ROTC cadets at Norfolk State University. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios managed by an internal Investment Management Team and Wealth Portfolio Managers.